SGIDX Mutual Fund

SGIDX Mutual Fund (Steward Global Equity Income Fund Class A) is managed by Crossmark Steward Funds with $26.1M in net assets. SGIDX expense ratio is 1.26%, holding 66 positions across sectors including Financials, Information Technology, Energy. Inception date: 2008-04-03.

SGIDX performance shows a YTD return of 11.33%. The 1-year return is 23.67% and the 5-year return is 9.52%. SGIDX dividend yield stands at 5.64%, paid quarterly.

SGIDX top holdings include Taiwan Semiconductor - Adr (4.7%), Analog Devices, Inc. (2.6%), Lloyds Banking Group Plc Adr (2.2%), Suncor Energy Inc (2.2%), Hsbc Holding Plc - Adr (2.1%). Go to all SGIDX holdings, SGIDX sectors, or SGIDX dividends.

SGIDX can be compared against other funds. Use SGIDX overlap to find shared positions, or SGIDX vs another fund for a side-by-side view. SGIDX alternatives are available via the screener, along with tax-loss harvesting opportunities.